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Dell’s AI server boom sparked a record-smashing rally and highlighted how artificial intelligence is driving the U.S. stock market higher.

Dell’s AI server sales are surging, pushing its stock toward a record gain and signaling strong demand in the AI infrastructure market.
Costco shares fell after earnings, though investors may soon get a special boost such as a potential dividend or similar shareholder return.
Palantir is being watched for a breakout after a consolidation phase, with traders advised to manage risk carefully.
Market volatility looks calm on paper, but traders are still feeling nervous beneath the surface.
Snowflake posted its strongest trading day ever, and HSBC believes the rally could continue.
AI is helping drive stock market gains, but it may also create risk for private credit markets.
Wall Street is closely watching drone stocks as reports suggest the U.S. may invest in the industry.
Economists and executives are generally upbeat: AI may boost productivity and jobs, consumers remain in good shape, and the policy environment is seen as constructive.
New student loan repayment options will begin July 1, giving borrowers more choices to fit their financial situation.
Several other market stories are in focus, including oil prices, big tech, retail stocks, housing concerns, crypto futures, and broader geopolitical developments.

Hong Kong stocks rose sharply, with the Hang Seng Index up 176 points to 25,182 on surging turnover above HK$460 billion, led by a more than 21% jump in Lenovo shares to a record high.

Hong Kong office leasing improved in the first quarter, with net absorption reaching 275,000 square feet and core districts showing strong recovery momentum.
Several brokerages turned more constructive on major tech and internet names, including Dell, Pinduoduo, Weibo, Alibaba Pictures, and Li Auto, while some target prices were cut despite buy or hold ratings.
Hong Kong stocks rose strongly, with the Hang Seng Index up 176 points, turnover exceeding HK$460 billion, Lenovo hitting a new high, and SMIC pulling back more than 7%.
Hong Kong home prices continued to firm, as the Centaline City Leading Index reached 157.45 and was up 9.26% year to date, while rents also hit a near seven-year high.
Global macro data were mostly supportive, including Switzerland’s KOF leading indicator matching expectations and Taiwan’s first-quarter GDP growth beating forecasts sharply.
On the Mainland, market and policy headlines highlighted capital-market reform, stronger investor protection, and new rules to expand protections for trade secrets, data, and algorithms.
AI-related infrastructure remained a dominant theme, with strong demand for server power, liquid cooling, optical modules, optical chips, storage, and high-end copper foil for PCB applications.
China is accelerating national infrastructure buildout, including the power grid, computing network, and summer electricity supply preparedness, with major investment plans and ample coal inventories supporting stability.
Several industrial and policy sectors are seeing new growth opportunities, including solid-state transformers, marine biotech and pharmaceuticals, e-bikes, and urban renewal projects worth trillions of yuan.
Corporate and ownership changes remained active, including major shareholding moves by Temasek, Ping An Life, and other investors, alongside buybacks, executive appointments, and board changes at listed companies.

Japan’s benchmark stock index briefly rebounded to around 66,000 on hopes of progress in U.S.-Iran talks, extending the market’s risk-on tone.

Japan is considering raising the consumption tax on food and drinks by 1% starting in April 2027, which would largely reflect Prime Minister Takaichi’s policy intent.
The government’s unusual “advance notice” foreign-exchange intervention appears to be losing effectiveness, even after a record-scale yen-buying operation, as the yen nears 160 per dollar.
Sony Financial Group’s president apologized over improper money transfers involving its life-insurance subsidiary.
During the long holiday, Japan spent 11.7 trillion yen on yen-buying intervention, a monthly record, to counter strong dollar-buying in times of uncertainty.
The Japanese government and major financial institutions obtained access rights to a new OpenAI model in the U.S. to strengthen cyber defense measures.
A controversy over a coach’s resignation has revived debate about Japan’s “lost 30 years” of economic stagnation.
The Tokyo stock market briefly recovered to 66,000 points, helped by hopes of progress in U.S.-Iran talks.
In another market move, the Nikkei rose sharply by as much as 1,300 points on expectations that U.S.-Iran negotiations would advance.
New York stocks continued their rally and hit fresh record highs, supported by hopes for an extension of the ceasefire.
In business and industrial news, executives highlighted semiconductor investment, packaging price hikes, safety reforms after an overseas employee suicide, efforts to expand domestic timber use, and initiatives to reduce gender gaps in STEM fields.

U.S. regulators advanced crypto’s mainstream expansion as the CFTC opened the door to perpetual futures with first approvals at Kalshi and Coinbase, while the SEC also approved Paxos to clear U.S. stocks on blockchain.

U.S. regulators are signaling that 24/7 crypto trading may work well for digital assets, but the same nonstop model may not suit traditional markets.
CertiK’s CEO warns that deploying AI agents at scale could create serious security and operational risks.
Brookings commentary says the Clarity Act could expand regulation while leaving important oversight gaps.
Bitcoin is holding up after an early dip, but its two-month winning streak may be in danger.
New U.S. CFTC approvals for crypto perpetuals at Kalshi and Coinbase mark a major step for leveraged crypto products.
Market watchers are debating what American-style crypto perpetuals could mean for the long-term structure of the crypto industry.
Paxos received SEC approval to clear U.S. stocks on blockchain, a notable advance for tokenized securities.
ICE’s CEO said Hyperliquid is already larger than Nasdaq, highlighting the rapid rise of crypto-native trading venues.
Bitcoin is lagging behind broader risk assets as a record run of ETF outflows suggests weakening demand.
Several altcoins and crypto narratives are showing mixed momentum, with some assets falling sharply while others gain attention from investors and analysts.

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